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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $194M AUM 235 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 22 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLE SELECT SECTOR SPDR TR 4,018 $359K 0.19% SOLD
2 EA ELECTRONIC ARTS INC Communication Services 1,556 $314K 0.17% SOLD
3 CI THE CIGNA GROUP Healthcare 210 $61K 0.03% SOLD
4 TTE TOTALENERGIES SE Energy 700 $42K 0.02% SOLD
5 NKE NIKE INC Consumer Cyclical 400 $28K 0.01% SOLD
6 PFE PFIZER INC Healthcare 1,000 $25K 0.01% SOLD
7 QS QUANTUMSCAPE CORP Consumer Cyclical 2,000 $25K 0.01% SOLD
8 VEEV VEEVA SYS INC Healthcare 40 $12K 0.01% SOLD
Sector Allocation
Financial Services 73.9%
Technology 10.0%
Consumer Cyclical 6.1%
Communication Services 3.8%
Healthcare 2.2%
Industrials 1.8%
Consumer Defensive 1.3%
Utilities 0.4%
Energy 0.4%
Basic Materials 0.0%